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Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

CRM Migration to HubSpot

I move contacts, companies, deals and activity history from your old CRM or spreadsheets into HubSpot. Your old system stays available for reference.

Book a free consultation

When it makes sense to talk

You have outgrown the old tool

Some customers are in the CRM, some in spreadsheets, and the leadership report is built by hand.

Sales can’t stop

Reps work deals every day and can’t lose access to their customers for a week.

Your team knows the old system by heart

A few bad records after the import, and the team stops trusting the new system.

Systems I migrate from

Pipedrive

I map Pipedrive deals and people onto the HubSpot model: a company, a contact and a deal associated with both.

Pipedrive migration

Salesforce

Leads, accounts, opportunities and custom objects mapped onto the HubSpot model. We decide what to rebuild and what to simplify.

Salesforce migration

Zoho

A customer stored separately across several Zoho apps lands in HubSpot as one company with one history.

Zoho migration

monday.com

Boards, columns and statuses become contacts, deals and pipeline stages.

monday.com migration

ActiveCampaign

Contacts, lists and tags. I turn tags into properties and lists you can segment by.

ActiveCampaign migration

Bitrix24

Leads, contacts and companies are separate entities in Bitrix24, so we agree on the split before the import.

Bitrix24 migration

Zendesk

Tickets move to Service Hub with their content, author and dates.

Zendesk migration

Spreadsheets

I clean up contacts and deals in spreadsheets before the import: duplicates, formats and record owners.

How the migration works

  1. 1

    Free consultation30 minutes

    You tell me what you are moving from and what needs to work in HubSpot. I explain how the migration would go.

  2. 2

    Data mappingBefore the import

    I go through the fields in your old system. We decide which ones move, to which property, and which stay in the archive.

  3. 3

    Test importOn a copy

    I run a full trial import. Your team checks their own customers and deals, and I compare record counts on both sides.

  4. 4

    Import and switchoverOld system stays available

    I move the data into the live portal, and we set the day your team starts working in HubSpot.

  5. 5

    Training1.5-2 hour sessions

    I train your team in your portal, on the migrated data.

  6. 6

    Ongoing supportOn demand or on a retainer

    After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

Who you'll work with Gracjan Kasprzyk, Spectage

Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals
50+
New implementations and cleanups of existing ones
Migrations
15+
Full migrations from other CRMs
Teams
Dozens
Sales, marketing and service teams trained
Consulting
Hundreds
Hours of hands-on work with clients in HubSpot
Book a free consultation

Questions before a migration

How long does a migration take?

It depends on the number of systems and objects and on the state of your data. I give you a timeline after data mapping.

Will sales stop during the migration?

No. Your team works in the old system until switchover day and in HubSpot from then on.

What about email and call history?

I move activity history wherever the old system lets you export it. We confirm what can move during mapping.

What happens to the old system?

It stays available for reference. You shut it down once you decide you don’t need anything from it.

Do you migrate data from spreadsheets too?

Yes. I clean up the spreadsheets before the import: duplicates, formats and record owners.

How much does a migration cost?

We’ll work it out on the call, once I know your data. You pay for the HubSpot license separately, directly to HubSpot.

Let's talk about your migration

Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.

Gracjan Kasprzyk
Your call is with Gracjan Kasprzyk